LMKC
XLV icon

L.M. Kohn & Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

L.M. Kohn & Company’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.1M Buy
7,878
+1,236
+19% +$167K 1.32% 18
2025
Q2 		$895K Buy
6,642
+48
+0.7% +$6.48K 0.24% 83
2025
Q1 		$963K Buy
6,594
+250
+4% +$36.3K 0.25% 81
2024
Q4 		$873K Sell
6,344
-324
-5% -$47.4K 0.23% 86
2024
Q3 		$1.03M Buy
6,668
+149
+2% +$22.6K 0.26% 83
2024
Q2 		$950K Buy
6,519
+67
+1% +$9.61K 0.26% 77
2024
Q1 		$953K Sell
6,452
-21
-0.3% -$3.01K 0.27% 82
2023
Q4 		$883K Sell
6,473
-100
-2% -$13K 0.28% 77
2023
Q3 		$846K Sell
6,573
-1,058
-14% -$140K 0.31% 73
2023
Q2 		$1.01M Buy
7,631
+2,507
+49% +$330K 0.38% 58
2023
Q1 		$663K Sell
5,124
-2,119
-29% -$277K 0.27% 85
2022
Q4 		$984K Buy
7,243
+2,131
+42% +$282K 0.46% 53
2022
Q3 		$620K Buy
5,112
+106
+2% +$13.7K 0.3% 78
2022
Q2 		$642K Hold
5,006
– – 0.3% 81
2022
Q1 		$686K Buy
+5,006
New +$663K 0.26% 90

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

L.M. Kohn & Company's XLV Position: Q3 2025 in Review

L.M. Kohn & Company increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q3 2025, buying an estimated $167K and bringing the position to 7,878 shares worth $1.1M. The position accounts for 1.32% of the portfolio, ranked #18.

L.M. Kohn & Company first reported a position in XLV in Q1 2022 and has held it in 15 quarters since. 1,651 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • L.M. Kohn & Company held 7,878 shares of State Street Health Care Select Sector SPDR ETF worth $1.1M as of Q3 2025.
  • L.M. Kohn & Company bought 1,236 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $167K.
  • State Street Health Care Select Sector SPDR ETF made up 1.32% of L.M. Kohn & Company's portfolio in Q3 2025, its #18 holding.
  • L.M. Kohn & Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,651 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.